Nicholas Investment Partners’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
15,000
-25,433
| -63% | -$1.74M | 0.09% | 182 |
|
|
2025
Q1 | $3.07M | Buy |
40,433
+22,955
| +131% | +$1.74M | 0.32% | 114 |
|
|
2024
Q4 | $1.91M | Buy |
+17,478
| New | +$1.91M | 0.17% | 161 |
|
|
2020
Q1 | – | Sell |
-24,209
| Closed | -$1.02M | – | 210 |
|
|
2019
Q4 | $1.02M | Sell |
24,209
-33,653
| -58% | -$1.42M | 0.1% | 178 |
|
|
2019
Q3 | $2.54M | Buy |
57,862
+16,019
| +38% | +$702K | 0.21% | 156 |
|
|
2019
Q2 | $2.43M | Sell |
41,843
-311
| -0.7% | -$18.1K | 0.22% | 148 |
|
|
2019
Q1 | $2.14M | Sell |
42,154
-25,133
| -37% | -$1.27M | 0.19% | 165 |
|
|
2018
Q4 | $2.42M | Sell |
67,287
-950
| -1% | -$34.1K | 0.26% | 143 |
|
|
2018
Q3 | $2.7M | Buy |
+68,237
| New | +$2.7M | 0.22% | 170 |
|